Lawrence Gosling talks to LGIM Asian Income trust manager Paul Hilsley about how his fund is positioned to benefit from the evolving dividend story in the region.
Roderick Snell, manager of the Baillie Gifford Pacific fund, analyses why out of the entire emerging market universe, only a handful of Asian economies have managed to produce sustainable real GDP growth rates of more than 6%.
Hermes is to soft close Jonathan Pines' $1.5bn Asia ex-Japan equity fund in May as inflows into the product accelerate, Investment Week can reveal.
Standard Life Investments' Global Equity Income fund manager Kevin Troup tells Laura Dew why his Hong Kong listed holdings are slow-burners and explains his decision to buy a Nokia bond, rather than its equity.
Martin Currie's Andy Graham has warned that Indian assets have been overbought, adding an expected increase in profits is unlikely to filter through to investors in the near future.
Can Hermes challenge First State and Aberdeen?
From Japan's labour troubles to the expansion ambitions of China's online giants, Baillie Gifford's Asia managers Matt Brett and Roddy Snell explain the key themes facing Asian investors this year - and the stocks to watch out for.
Just a year ago, Indonesia was classed as one of the 'fragile five' nations. Now it is back on form, explains Jupiter's Ben Surtees.
Considering emerging markets as a single asset class is a mistake and investors must move towards a more granular analysis of risks and opportunities, just as they do with developed markets, explains John Ventre (pictured), head of multi-manager at Old...
Haiyan Li-Labbé, greater China analyst at Carmignac Gestion, highlights the many drivers that could eradicate the differences in price between local and overseas-listed Chinese companies in 2015